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WISCONSIN WEALTH ADVISORS, LLC

SUN PRAIRIE, WI · CRD 145946 · IAPD ↗ · wiwealthadvisors.com · 608-837-9099

$178.0MRegulatory AUM
3Advisory reps
3Employees
1Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — WISCONSIN WEALTH ADVISORS, LLC reported RAUM up 38% ($114.2M -> $157.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2026 — WISCONSIN WEALTH ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2025 — WISCONSIN WEALTH ADVISORS, LLC (SUN PRAIRIE, WI) is newly SEC-registered with $114.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.